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Salvatore R
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Salvatore Renzo is a financial advisor at A.G.P. / Alliance Global Partners with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with A.G.P. since 2019. Prior to this, he worked at Aegis Capital Corp. Renzo is also president of RS Unlimited dba The Reliance Group, where he manages day-to-day operations. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other clients, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.
Andrew S
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Andrew Schiff is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Euro Pacific Capital Inc. since 2008. Outside of advising, he receives royalties from a non-investment-related book published by Wiley & Sons. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product distribution beyond standard advisory services.
Dylan D
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Dylan Deans is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with two years of industry experience. He has worked at Alliance Global Partners since 2026 and previously was employed by Lord Abbett & Co. LLC from 2022. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and combines in-house management, third-party managers, and sub-advisers to offer portfolio management, financial planning, brokerage, and capital markets services.
Nechemia V
Series 66, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Nechemia Vallach is a financial advisor with Alliance Global Partners in New York, NY, holding Series 66 and Series 65 licenses and nine years of industry experience. His work history includes roles at Alliance Global Partners, National Asset Management, and National Securities Corporation, among others. Alliance Global Partners is a multi-team SEC-registered investment adviser that serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage and capital markets capabilities. The firm employs an open-architecture investment approach with an emphasis on international investing and manages both discretionary and non-discretionary strategies through a combination of in-house and third-party managers.
Scott S
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Scott Shames is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior work includes roles at National Asset Management, Inc. and V-Finance. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering services such as portfolio management, financial planning, and capital markets advisory. The firm combines advisory and brokerage services with a focus on international investing and various specialized investment strategies.
Ian D
Series 63
New York, NY
A.G.P. / Alliance Global Partners
Ian Dietz is a financial advisor at A.G.P. / Alliance Global Partners with 39 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. He is based in New York, NY. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors. The firm offers portfolio management, financial planning, and access to third-party managers, with a focus on international investing through strategies that combine macro themes with security selection.
Mason R
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Mason Rothe is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Alliance Global Partners in 2023, he worked in his family’s construction business, Rothe Construction, where he performed masonry, utility work, and operated heavy equipment. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans with portfolio management, financial planning, and brokerage services. The firm employs an open-architecture investment approach with a focus on international investing and offers both discretionary and non-discretionary strategies through in-house and third-party managers.
Mai B
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Mai Bresnik is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Alliance Global Partners since 2022 and held various roles at National Securities Corporation and National Asset Management from 2015 to 2022. Bresnik is also president of Bresnik Financial Services Inc., a non-investment-related business based in San Diego. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and is notable for its active brokerage and product-distribution activities beyond standard advisory services.
Moss P
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Moss Plaine is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with A.G.P. since 2018. He also has a concurrent affiliation with Aegis Capital Corp dating back to 2013. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, third-party manager access, and capital markets services, with a focus on international investing and a range of actively managed strategies.
Robert N
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Robert Nepo is a financial advisor at A.G.P. / Alliance Global Partners with seven years of industry experience. He holds a Series 66 designation and previously worked at Five Rings Capital LLC for eight years before joining A.G.P. in 2020. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is notable for its emphasis on international investing and its active brokerage and product-distribution activities beyond standard advisory services.
Philip M
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Philip Michals is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior work includes roles at A.G.P. Canada Investments ULC, Euro Pacific Capital, Aegis Capital Corp., and Quadstar Capital Advisors. He serves on the board of directors for Manhattan Bridge Capital, a publicly traded finance company, and is a board member of Save Asbury Park History, a nonprofit focused on historic preservation. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and institutional clients, emphasizing international investing through its EPC Advisors Group division. The firm offers portfolio management, financial planning, and capital markets services with a long-term, low-turnover investment approach and engages in active brokerage and product distribution beyond standard advisory offerings.
Cole A
CFP®, Series 65, Series 63
New York, NY
A.G.P. / Alliance Global Partners
Cole Aaronson is a financial advisor with A.G.P. / Alliance Global Partners, holding CFP®, Series 65, and Series 63 designations and bringing 11 years of industry experience. He previously worked at David Lerner Associates, inc for seven years before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach emphasizing international investing and combines in-house management, third-party managers, and sub-advisers to deliver discretionary and non-discretionary strategies alongside brokerage and capital markets services.
Steven M
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Steven Muehlgay is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its emphasis on international investing through its EPC Advisors Group and its active brokerage and product-distribution activities beyond standard advisory services.
Ying Z
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Ying Zhao is a financial advisor at A.G.P. / Alliance Global Partners with 18 years of industry experience. She holds a Series 66 designation and previously worked at Stifel from 2015 to 2021. Outside of her advisory role, Zhao has been involved in film production as a part-time producer in Los Angeles. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through strategies that combine macro themes with security selection and offers a range of investment products, including separately managed accounts and third-party manager programs.
Paul M
CFP®, Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Paul Morse is a CFP® with 33 years of experience in the financial services industry. He has worked at A.G.P. / Alliance Global Partners since 2020 and previously spent four years at both Gladstone Wealth Group and LPL Financial, llc. He is based in New York, NY. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage, capital markets, and investment banking capabilities. The firm follows an open-architecture investment approach with a focus on international investing and combines in-house management with third-party and sub-advisers to implement various strategies.
Eric S
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Eric Strominger is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Aegis Capital Corp for six years. Outside of his advisory role, he is a member of CRAZMINDs LLC, a consumer products company. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its international investing strategies and active brokerage and product-distribution activities beyond standard advisory services.
Stephanie F
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Stephanie Fagenson is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and National Securities Corp. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering a range of advisory and brokerage services. The firm emphasizes international investing through its EPC Advisors Group and provides access to various investment strategies, third-party managers, and financial products beyond standard advisory services.
Jay S
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Jay Shah is a financial advisor at A.G.P. / Alliance Global Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Management, National Asset Management, and National Securities Corporation. Outside of his advisory role, he is a consultant and part-owner of 360EMED LLC, an online medical appointment scheduling business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and is notable for its active brokerage and product-distribution activities beyond standard advisory offerings.
John R
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
John Raho is a financial advisor at A.G.P. / Alliance Global Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. He is also president of Sound Wealth Management, LLC, a private wealth management firm. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and is known for active brokerage and product-distribution activities beyond standard advisory services.
Hal B
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Hal Brown is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Maxim Financial Advisors and Maxim Group LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans, offering a range of services including portfolio management, financial planning, and brokerage. The firm employs an open-architecture investment approach with a focus on international investing and manages discretionary and non-discretionary strategies through a combination of in-house management, third-party managers, and sub-advisers.
Fred P
CFP®, Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Fred Pisculli Jr. is a CFP® with 29 years of industry experience, currently serving at A.G.P. / Alliance Global Partners since 2020. He previously worked at Aegis Capital Corp for nine years. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and investment banking. The firm is known for its international investing strategies and active brokerage and product-distribution activities beyond standard advisory services.
Jean Pier S
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Jean Pier Suarez is a financial advisor at A.G.P. / Alliance Global Partners with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Spartan Capital Private Wealth Management, Spartan Capital Securities, Bank of America, and Merrill. Suarez is also the owner and managing member of Suarez Advisory & Holdings, LLC. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through specialized strategies and maintains active brokerage and product-distribution activities alongside its advisory services.
Jonathan S
Series 63
New York, NY
A.G.P. / Alliance Global Partners
Jonathan Siegel is a financial advisor at A.G.P. / Alliance Global Partners with 38 years of industry experience. He holds a Series 63 designation and previously worked at Stifel for 18 years before joining Alliance Global Partners in 2025. He is based in New York, NY. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm is known for its international investing strategies and active brokerage and product-distribution activities beyond standard advisory offerings.
Riccardo R
Series 63
New York, NY
A.G.P. / Alliance Global Partners
Riccardo Rainieri is a financial advisor with A.G.P. / Alliance Global Partners based in New York, NY. He holds a Series 63 designation and has 37 years of industry experience. His prior roles include positions at Euro Pacific Capital, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Prudential Bache. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing and offers a range of investment strategies through separately managed accounts and third-party manager programs.
Peter M
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Peter Mohan is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co. Inc. for 27 years before joining A.G.P. in 2020. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, emphasizing international investing through strategies that combine top-down macro themes with bottom-up security selection.
Harrison F
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Harrison Fischer is a financial advisor at A.G.P. / Alliance Global Partners with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is a partner in Koohlah LLC, a food manufacturing business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing and offers a range of strategies including separately managed accounts and third-party manager programs.
Elias P
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Elias Pritsoulis is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at A.G.P. since 2020 and has been with Aegis Capital Corp since 2013. Based in New York, NY, his career includes roles at notable firms in the financial services sector. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product-distribution activities beyond standard advisory offerings.
Kenneth B
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Kenneth Biebel is a financial advisor at A.G.P. / Alliance Global Partners with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for David Lerner Associates from 2012 to 2021. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, with a focus on international investing through its EPC Advisors Group division.
Ross G
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Ross Gladstone is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. Outside of finance, he is involved in restoring and selling vintage axes. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product distribution beyond standard advisory services.
Logan M
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Logan Michals is a financial advisor at A.G.P. / Alliance Global Partners with a Series 66 designation and two years of industry experience. His prior work includes roles at Surf NJ and Advance Parking LLC, as well as time spent at the University of Alabama. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement-plan sponsors by offering portfolio management, financial planning, and capital markets services. The firm is known for its emphasis on international investing and its active brokerage and product-distribution activities beyond standard advisory services.
Elizabeth T
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Elizabeth Tavel is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, and Morgan Stanley. Tavel is also the founder of Tavel Financial, a business focused on investment-related activities and business development. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and investment banking services. The firm is known for its emphasis on international investing and its active brokerage and product-distribution activities beyond standard advisory services.
Teddy L
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Teddy Lellos is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Lellos Wealth Management under JOSEPH GUNNAR & CO. LLC for 13 years. He is also a passive member of Buttonwood Select Opportunities Management Associates LLC. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, with a focus on international investing through its EPC Advisors Group division.
Stephen J
Series 65, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Stephen Jones is a financial advisor at A.G.P. / Alliance Global Partners with 24 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at National Asset Management Inc and National Securities Corp. Outside of his advisory work, he serves on the board of Latsky Dance, Inc., a dance company. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and institutional clients, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.
Jonathan G
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Jonathan Greene is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 42 years of industry experience. He previously worked at Maxim Financial Advisors and Maxim Group LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture investment approach with a focus on international investing, combining in-house management, third-party money managers, and sub-advisers to offer portfolio management and financial planning alongside brokerage and capital markets services.
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